ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 219,473 $21.2M 0.04% +219,469 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 208,569 $20.2M <0.01% +89,316 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 192,532 $18.6M 0.96% -4,178 13F-HR Timeline swisspartners Advisors Ltd More: the full row for swisspartners Advisors Ltd 147,290 $14.3M 10.36% +5,455 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 101,904 $9.87M <0.01% +5,503 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 97,296 $9.42M <0.01% +3,432 13F-HR/A Timeline Group Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 94,401 $9.14M 2.44% -723 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 74,208 $7.18M 0.04% -139,547 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 60,907 $5.9M <0.01% +3,290 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 54,379 $5.26M -1,741 Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 44,727 $4.33M <0.01% new 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 44,168 $4.28M 0.03% +5,036 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 33,606 $3.25M <0.01% -14 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 32,987 $3.19M 0.02% -459 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 31,566 $3.06M 0.06% +512 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,592 $2.38M <0.01% 0 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,533 $2.28M <0.01% +2,372 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,301 $1.87M <0.01% +1,005 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,262 $1.67M <0.01% +12,227 13F-HR Timeline Group Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 16,750 $1.62M 1.63% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 16,246 $1.57M 0.02% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 14,387 $1.39M 0.1% 0 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 14,320 $1.39M 0.9% +1,963 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,883 $1.34M 0.05% -28,912 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,665 $1.32M <0.01% -25,804 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 13,594 $1.32M <0.01% +5,731 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 9,424 $912K <0.01% -749 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 9,176 $888K <0.01% +2,733 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,136 $884K 1.13% +10 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 8,741 $846K <0.01% +555 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 8,577 $831K <0.01% -23 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,648 $740K 0.01% -132 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,202 $600K <0.01% new 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 5,433 $526K <0.01% +647 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,985 $483K <0.01% +121 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,970 $384K 0.14% -50 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,555 $344K 0.15% +310 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,543 $343K <0.01% +460 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,427 $332K <0.01% -41 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,315 $321K 0.1% -751 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,308 $320K 0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,617 $253K 0.01% +447 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,400 $232K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,370 $229K <0.01% +1,870 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 2,349 $227K <0.01% 0 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,240 $217K <0.01% +26 13F-HR/A Timeline Group Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 1,800 $174K 0.04% 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 1,253 $121K 0.06% -345 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 1,243 $121K 0.03% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,175 $114K <0.01% -198 13F-HR Timeline Group IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 1,064 $103K 0.01% +575 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,018 $98.6K <0.01% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 784 $75.9K 0.02% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 565 $54.7K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 420 $40.7K <0.01% 0 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 383 $37.1K <0.01% 0 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 336 $32.5K 0.12% -1,323 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 321 $31.1K <0.01% -177 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 305 $29.8K <0.01% -1,726 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 244 $23.6K <0.01% 0 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 240 $23.3K 0.01% +140 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 223 $21.6K <0.01% new 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 150 $14.5K <0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 134 $13K <0.01% -54 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 119 $11.6K 0.01% +1 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 116 $11.2K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 100 $9.68K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 97 $9.39K <0.01% +77 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 88 $8.52K <0.01% +19 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85 $8.23K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 82 $7.94K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 61 $5.91K <0.01% +58 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 26 $2.54K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 20 $1.94K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 8 $774 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 3 $290 <0.01% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $194 <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1 $90 <0.01% 0 13F-HR Timeline